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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3551
HighMark Wealth Management
Minnesota
$724K -$81.6K -678 -11%
PI
3552
Pachira Investments
California
$717K -$53.5K -445 -8%
JSA
3553
Jacobson & Schmitt Advisors
Wisconsin
$717K +$41.9K +348 +7%
HWA
3554
Heartwood Wealth Advisors
Virginia
$710K -$4.81K -40 -0.7%
CM
3555
Capital Management
Virginia
$709K -$7.22K -60 -1%
SA
3556
SRH Advisors
Kansas
$708K -$1.8K -15 -0.3%
APC
3557
Asset Planning Corporation
Tennessee
$706K +$640K +5,320 New
MWP
3558
Moller Wealth Partners
$704K +$638K +5,308 New
FPW
3559
Flagship Private Wealth
Massachusetts
$700K +$592K +4,925 New
LWA
3560
LWS Wealth Advisors
New Jersey
$699K -$39K -324 -6%
AP
3561
AtonRa Partners
Switzerland
$699K +$633K +5,266 New
TCM
3562
Teza Capital Management
Illinois
$696K -$165K -1,369 -21%
RI
3563
RWWM Inc
California
$696K +$4.33K +36 +0.7%
AWA
3564
ARQ Wealth Advisors
Arizona
$695K +$13.7K +114 +2%
QT
3565
Quantamental Technologies
New York
$680K -$377K -3,137 -38%
NCG
3566
Newport Capital Group
New Jersey
$678K +$615K +5,109 New
JFG
3567
JMG Financial Group
Illinois
$677K -$142K -1,179 -19%
MWM
3568
Maltin Wealth Management
New Jersey
$676K -$36.9K -307 -6%
AMIM
3569
Aull & Monroe Investment Management
Alabama
$673K -$20K -166 -3%
ARIS
3570
Advanced Research Investment Solutions
California
$670K +$585K +4,864 +2,587%
HAM
3571
Hammer Asset Management
California
$668K -$818K -6,802 -57%
MAG
3572
Mokosak Advisory Group
Iowa
$667K +$18K +150 +3%
DACG
3573
Donor Advised Charitable Giving
California
$665K – – –
HFAS
3574
Hummer Financial Advisory Services
Illinois
$664K -$27.7K -230 -4%
CCM
3575
CloudAlpha Capital Management
Hong Kong
$664K +$601K +5,000 New
141 142
143
144 145